Financial Planner salaries in Wolverhampton, WMD

Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’…

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both…

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.

£25,000 - £30,000 a year

6 days ago

Broad exposure to the Financial Services industry, especially in retail regulated products and asset management. Area of Expertise: Relationship Management.